FCP CAPITAL OBLIGATIONS PLUS

Medium and long-term bond fund managed by BMCE CAPITAL GESTION, benchmarked against MBI MT.

Classification

Medium and long-term bond

AuM

11.3 bn MAD

Holdings

Fund vs its benchmark

FCP CAPITAL OBLIGATIONS PLUS vs MBI MT

Comparison at the same NAV date (weekly NAV convention for Moroccan funds).

Period	Fund	Benchmark	Spread
2026 (YTD)	+0.9%	+1.3%	−0.4 pts
1 year	+1.4%	+1.9%	−0.5 pts
3 years	+11.7%	+12.0%	−0.2 pts
5 years	+13.0%	+13.2%	−0.2 pts

As of July 10, 2026, FCP CAPITAL OBLIGATIONS PLUS posts +0.9% year to date, versus +1.3% for its benchmark MBI MT, an underperformance of 0.4 points. Over three years, the fund shows +11.7% versus +12.0% for the index. The fund represents 1.3% of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of July 10, 2026. Click a period to update the chart.

from Dec 26, 2025 to Jul 10, 2026

Net asset value trend

Composition

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 61-holding breakdown is for subscribers.

Top 5 holdings

Liquidité

37.5%

BDT 5Y @2.00% - 2027

6.5%

BDT 10Y @3.35% - 2029

5.8%

BOA 3Y @3.66% - 2027

5.7%

BDT 119/10/2026 2 5 Ans

4.1%

Full inventory for subscribers

Top 5 sectors

Government

38.8%

Cash & Equivalents

38.0%

Financials

10.6%

Non Classé

4.1%

Diversified

3.1%

More sectors for subscribers

GICS sector classification, computed on the fund's latest published inventory.

Fees

FCP CAPITAL OBLIGATIONS PLUS fees

Management, subscription and redemption fees.

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For subscribers

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Risk analysis

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

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Ranking

FCP CAPITAL OBLIGATIONS PLUS ranking

Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.

Overall ranking

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Medium and long-term bond class ranking

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vs benchmark ranking

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For subscribers

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Market share

FCP CAPITAL OBLIGATIONS PLUS's weight

Fund assets relative to total market assets.

Total fund market

1.3%

i.e. 134 bps of the fund market

Medium and long-term bond class

3.2%

i.e. 316 bps of the medium and long-term bond class

Similar funds

Funds comparable to FCP CAPITAL OBLIGATIONS PLUS

Other Moroccan funds to explore, with their asset manager and assets under management.

OblifuturWafa Gestion · Medium and long-term bond21.0 bn MAD Sicav Obligations PérennitéCDG Capital Gestion · Medium and long-term bond7.9 bn MAD FCP Securite DeveloppementCIH Capital Management · Medium and long-term bond4.7 bn MAD FCP Capital PlusBmce Capital Gestion · Medium and long-term bond2.6 bn MAD Attijari SecuriteWafa Gestion · Medium and long-term bond2.0 bn MAD AL Barid IstitmarCDG Capital Gestion · Medium and long-term bond2.0 bn MAD

FAQ

Frequently asked questions about FCP CAPITAL OBLIGATIONS PLUS

What is the benchmark index of FCP CAPITAL OBLIGATIONS PLUS?

The benchmark index of FCP CAPITAL OBLIGATIONS PLUS is the MBI MT.

What is the performance of FCP CAPITAL OBLIGATIONS PLUS in 2026?

As of July 10, 2026, FCP CAPITAL OBLIGATIONS PLUS is showing a +0.9% performance since the start of 2026.

Who manages FCP CAPITAL OBLIGATIONS PLUS?

FCP CAPITAL OBLIGATIONS PLUS is a fund in the Medium and long-term bond category, managed by BMCE CAPITAL GESTION.

What are the fees of FCP CAPITAL OBLIGATIONS PLUS?

Management, subscription and redemption fees for FCP CAPITAL OBLIGATIONS PLUS are detailed in the Yuna subscriber area.

Data updated automatically · last update: July 10, 2026

Compare FCP CAPITAL OBLIGATIONS PLUS to 600+ Moroccan funds

Fees, history, full holdings, alerts and comparator, with a Yuna subscription.

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